+234.1%
ABT vs LPLA
+758.1%
-524.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -1.3% | -0.9% | -0.3% | -1.1% |
| 30D | +6.0% | -9.5% | +15.5% | +7.6% |
| 3M | -1.9% | -21.9% | +20.0% | +1.9% |
| 6M | +31.2% | -2.6% | +33.8% | +30.9% |
| YTD | -11.2% | -17.8% | +6.6% | -9.3% |
| 1Y | -14.0% | -21.2% | +7.2% | -11.5% |
| 3Y | +20.7% | +30.6% | -10.0% | +9.5% |
| 5Y | -6.7% | +81.3% | -88.0% | -23.7% |
| All | +234.1% | +758.1% | -524.0% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling